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Mark S. | Elance
 
176985602337900
Last Sign-in: Feb 14, 2014

Mark S.

MBA Finance, Financial Advisor, General Business
   United States
  |   Rancho Cordova, CA

Overview

Minimum Hourly Rate $25

Finance MBA with 14 years experience in the equity markets, with 8 years Options trading experience. Highly skilled in the use of both fundamental and technical analysis techniques, with success in trading on long time horizon, swing, and day trading holding periods.

I am skilled in financial statement creation and analysis, and am able to see into the inner workings of a company through them. I can spot strengths, weaknesses and opportunities easily, and can translate highly technical information into easily digestible information.

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Skills (10)

Tested
Academic Writing
Business Writing
Content Writing
Creative Writing
English
English Grammar
English Proofreading
English Spelling
Accounting
Accounts Payable

Service Description

We use a "big picture" style financial planning approach. While the majority of financial services firms out there are likely to recommend a limited number of options based solely on their company's own products, our view is more inclusive, using the best instruments to create the best possible strategy for any given situation. As a brokerage firm, we are not limited to any set family of products, and we give straight, no BS assessments of the situation. If your finances are in dire straights, or if you are on track for a financially secure retirement, we will tell you. If there is no need for a particular product or service, we will tell you. Our intention is to always do what is best for the client.

On the business side, we have many options available that can either increase your competitiveness for top recruits, or can save money on already existing benefits. We can assure an easy transition for for small businesses should something happen to a key employee. We have a very broad range of services available to businesses, most of which are not listed here. If your business has a financial need, please don't hesitate to ask.


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Education

Keller Graduate School of Management
Master of Business Administration, Finance Concent
2009 - 2010
University of California, Irvine
BA Psychology and Social Behavior
1999 - 2003

Keywords

Financial planning
real estate
insurance
benefits
retirement.
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Identity
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gokuten
Type
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Member Since
October 2004
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Mark S. | Elance

Mark S.